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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,310 | $49,239+4.2% | $70,462-27.2% | $79,858-35.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.06% | 30.08%-20.0pp | 109.08%-99.0pp | 31.72%-21.7pp |
| Employer contribution / active EE | $5,496 | $2,100+161.7% | $2,737+100.8% | $2,471+122.4% |
| Participant deferral / active EE | $3,988 | $2,769+44.0% | $3,710+7.5% | $3,740+6.6% |
| Admin fee / account holder | $759 | $2,876-73.6% | $3,845-80.3% | $5,306-85.7% |